DSA
Droms Strauss Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
16,187
+2,225
| +16% | +$114K | 0.25% | 39 |
|
|
2025
Q1 | $698K | Sell |
13,962
-33
| -0.2% | -$1.65K | 0.24% | 41 |
|
|
2024
Q4 | $699K | Buy |
13,995
+510
| +4% | +$25.5K | 0.23% | 42 |
|
|
2024
Q3 | $699K | Buy |
13,485
+392
| +3% | +$20.3K | 0.25% | 40 |
|
|
2024
Q2 | $654K | Buy |
13,093
+38
| +0.3% | +$1.9K | 0.24% | 39 |
|
|
2024
Q1 | $652K | Sell |
13,055
-12,226
| -48% | -$611K | 0.24% | 41 |
|
|
2023
Q4 | $1.26M | Buy |
25,281
+16,985
| +205% | +$846K | 0.49% | 36 |
|
|
2023
Q3 | $405K | Buy |
8,296
+96
| +1% | +$4.69K | 0.17% | 45 |
|
|
2023
Q2 | $401K | Sell |
8,200
-335
| -4% | -$16.4K | 0.17% | 45 |
|
|
2023
Q1 | $418K | Sell |
8,535
-24,347
| -74% | -$1.19M | 0.19% | 44 |
|
|
2022
Q4 | $1.57M | Buy |
32,882
+19,678
| +149% | +$937K | 0.72% | 25 |
|
|
2022
Q3 | $638K | Sell |
13,204
-8,674
| -40% | -$419K | 0.32% | 36 |
|
|
2022
Q2 | $1.09M | Buy |
21,878
+14,608
| +201% | +$730K | 0.55% | 24 |
|
|
2022
Q1 | $377K | Buy |
7,270
+2,934
| +68% | +$152K | 0.19% | 32 |
|
|
2021
Q4 | $238K | Buy |
4,336
+79
| +2% | +$4.34K | 0.11% | 43 |
|
|
2021
Q3 | $234K | Buy |
4,257
+292
| +7% | +$16.1K | 0.11% | 44 |
|
|
2021
Q2 | $219K | Buy |
3,965
+237
| +6% | +$13.1K | 0.1% | 47 |
|
|
2021
Q1 | $205K | Sell |
3,728
-221
| -6% | -$12.2K | 0.1% | 46 |
|
|
2020
Q4 | $221K | Sell |
3,949
-697
| -15% | -$39K | 0.13% | 42 |
|
|
2020
Q3 | $260K | Buy |
4,646
+732
| +19% | +$41K | 0.15% | 39 |
|
|
2020
Q2 | $218K | Buy |
+3,914
| New | +$218K | 0.15% | 35 |
|
|
2020
Q1 | – | Sell |
-8,909
| Closed | -$488K | – | 44 |
|
|
2019
Q4 | $488K | Buy |
+8,909
| New | +$488K | 0.36% | 28 |
|